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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,120 | $102,385-93.0% | $147,080-95.2% | $80,935-91.2% |
| Participation rate | 45.9% | 75.9%-29.9pp | 82.2%-36.2pp | 67.7%-21.7pp |
| Annual return | 12.53% | 135.09%-122.6pp | 420.17%-407.6pp | 35.66%-23.1pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $970 | $6,651-85.4% | $8,066-88.0% | $4,299-77.4% |
| Admin fee / account holder | $286 | $7,951-96.4% | $12,989-97.8% | $6,924-95.9% |